Financial Education Coordinator

Posting Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. 

***This role has the potential to work anywhere in the U.S.***

Summary:  The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives through the Wealthspire at Work program. This position ensures operational excellence through effective communications, data management, client engagement and ongoing program development.

Key Responsibilities:

• Execute and support the implementation and ongoing success of client financial education programs, including workshops, webinars, and personalized sessions.
• Develop promotional materials aligned with client needs and organizational objectives.
• Coordinate logistics for days of education, including scheduling, presentation decks, and participant communication.
• Maintain positive client relationships by ensuring clear, consistent and timely communication.
• Monitor program effectiveness and recommend improvements based on feedback and data.

Client Relationship Management:

• Build and maintain strong relationships with new and existing clients.
• Coordinate and lead implementation calls and conduct regular client check-ins.
• Provide timely updates on program engagement and outcomes.

Technology Management:

• Maintain financial education client and program data within the HubSpot platform.
• Create and manage HubSpot landing page for each client.
• Create and manage Microsoft Bookings page for each, including customizations for dates of education.
• Leverage all technology and tools to streamline processes and improve efficiency for wellness initiatives.

Additional Duties:

• Support team of Financial Professionals to provide ongoing calendar of events and all necessary information for scheduled appointments.
• Perform other program-related tasks as assigned to support the success of client wellness and education initiatives.

Competencies:

• Business Acumen - Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.
• Client Relationship Management - Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements.
• Customer Experience Management - Implements the strategies and techniques used to ensure that customers have a positive experience with the organization and its products and services at every touch point.
• Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately and reach productive decisions.
• Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs. Ability to read and understand details, direction and tasks resulting from written communication from colleagues.

What We Offer:

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. We are seeking a professionally minded individual with the desire to have fun and grow personally and professionally in a fast paced financial services business. The base salary range for this position is $59,000 to $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better. Together.

Wealthspire is an inclusive Equal Employment Opportunity employer.

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